All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VOO vs. TIBIX vs. VFIAX vs. VYM vs. VTV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2010-09-09💬 to Fri 2026-07-31 Overall
Return 		Exponential
Trendline
VOO × 		+489.82%
+11.82%/yr 		+10.78%/yr
R2=0.971
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX × 		+224.57%
+7.69%/yr 		+5.26%/yr
R2=0.852
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VFIAX × 		+488.36%
+11.80%/yr 		+10.77%/yr
R2=0.971
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM × 		+351.38%
+9.95%/yr 		+8.30%/yr
R2=0.947
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV × 		+348.20%
+9.90%/yr 		+8.58%/yr
R2=0.952
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2010-09-09💬 to Fri 2026-07-31 Start
Value 		End
Value
VOO × 		$10,000.00
2010-09-09 		$58,981.52
2026-07-31
TIBIX × 		$10,000.00
2010-09-09 		$32,457.04
2026-07-31
VFIAX × 		$10,000.00
2010-09-09 		$58,835.60
2026-07-31
VYM × 		$10,000.00
2010-09-09 		$45,138.32
2026-07-31
VTV × 		$10,000.00
2010-09-09 		$44,819.52
2026-07-31

This Year’s Performance

through 2026-07-31

  YTD YoY
VOO × 		+6.57% +15.33%
TIBIX × 		+15.18% +30.07%
VFIAX × 		+6.52% +15.27%
VYM × 		+10.50% +19.36%
VTV × 		+12.58% +22.33%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VOO × 		−1.35%
on 2026-07-31
from 2026-06-02 peak 		−33.95%
on 2020-03-23
from 2020-02-19 peak
TIBIX × 		—
on 2026-07-31 		−34.98%
on 2020-03-23
from 2020-01-17 peak
VFIAX × 		−1.39%
on 2026-07-31
from 2026-06-02 peak 		−33.78%
on 2020-03-23
from 2020-02-19 peak
VYM × 		−1.18%
on 2026-07-31
from 2026-07-28 peak 		−35.39%
on 2020-03-23
from 2020-01-17 peak
VTV × 		−1.39%
on 2026-07-31
from 2026-07-28 peak 		−36.94%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-07-31 1 yr 2 yr 3 yr 5 yr 10 yr
VOO × 		+15.33% +30.62%
+14.29%/yr 		+54.93%
+15.71%/yr 		+48.99%
+8.30%/yr 		+192.04%
+11.31%/yr
TIBIX × 		+30.07% +54.97%
+24.49%/yr 		+78.89%
+21.39%/yr 		+77.93%
+12.21%/yr 		+134.25%
+8.88%/yr
VFIAX × 		+15.27% +30.50%
+14.24%/yr 		+54.87%
+15.70%/yr 		+48.86%
+8.28%/yr 		+191.40%
+11.29%/yr
VYM × 		+19.36% +28.88%
+13.52%/yr 		+45.65%
+13.35%/yr 		+44.93%
+7.70%/yr 		+115.67%
+7.99%/yr
VTV × 		+22.33% +28.34%
+13.29%/yr 		+46.29%
+13.52%/yr 		+45.48%
+7.79%/yr 		+132.57%
+8.81%/yr

Annual Returns

Year VOO TIBIX VFIAX VYM VTV
2026 (YTD) +6.57% +15.18% +6.52% +10.50% +12.58%
2025 +14.75% +33.44% +14.76% +12.42% +12.27%
2024 +21.47% +10.30% +21.47% +14.30% +12.71%
2023 +22.23% +14.45% +22.15% +3.14% +5.77%
2022 −23.14% −13.30% −23.13% −6.49% −8.03%
2021 +20.33% +12.44% +20.20% +17.90% +18.22%
2020 +16.73% −1.65% +16.73% −0.21% +0.96%
2019 +28.43% +15.37% +28.52% +21.29% +22.85%
2018 −6.29% −5.92% −6.24% −7.68% −7.24%
2017 +19.25% +12.85% +19.26% +14.01% +14.72%
2016 +9.89% +7.62% +9.67% +14.66% +14.73%
2015 +0.59% −5.76% +0.61% −0.45% −1.70%
2014 +12.71% +4.65% +12.80% +12.69% +12.32%
2013 +30.43% +15.11% +30.37% +28.15% +31.12%
2012 +14.02% +9.95% +13.99% +10.77% +13.22%
2011 −1.04% −2.17% −0.87% +7.36% −1.80%
2010 +14.35% +12.20% +13.35% +12.54% +12.85%
2009 — +39.88% +23.30% +14.08% +16.70%
2008 — −31.91% −37.03% −31.98% −35.94%
2007 — +15.05% +1.33% −2.62% −4.04%
2006 — +23.16% +12.91% +2.75% +19.37%
2005 — +7.90% +1.39% — +3.66%
2004 — +14.39% +8.10% — +10.78%
2003 — +6.18% +26.71% — —
2002 — — −23.93% — —
2001 — — −13.32% — —
2000 — — −2.09% — —